Filed May 13, 1994 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $893,243 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $857,143 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN ADVISERS, INC. Service code 28 · EIN 94-2990534 | Investment Management | $640,032 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 28 · EIN 20-2159373 | Investment Management | $551,469 |
EARNEST PARTNERS, LLC3 years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $539,671 |
GAMCO ASSET MANAGEMENT3 years Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 | Investment Management | $484,074 |
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE INV. MANAGEMENT ADVISORS Service code 28 · EIN 23-2859590 | Investment Management | $483,815 |
GOLDMAN SACHS2 years Filed as: STAFFORD CAPITAL PARTNERS Service code 28 1717 WEST 6TH STREET, SUITE 234 · AUSTIN, TX 78703 | Investment Management | $464,135 |
RIDGEWORTH2 years Filed as: NFJ INVESTMENT GROUP, LLC Service code 27 · EIN 35-2700930 | Advisory (Plan) | $418,062 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $414,683 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $2,278,297-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 5.6%-5.6pp | 1.5%-1.5pp |
| Annual return | -19.79% | 23.41%-43.2pp | 111.29%-131.1pp | 23.41%-43.2pp |
| Employer contribution / active EE | $7,021 | $12,650-44.5% | $46,003-84.7% | $12,650-44.5% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $62-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |